Administrative Assistant II

Firstrust Conshohocken , PA 19428

Posted 3 weeks ago

Objective

To provide administrative support for the Real Estate Finance Senior Management Staff and Real Estate Finance department members.

Hybrid Schedule

Firstrust Bank is an Affirmative Action Contractor and is an Equal Opportunity Employer.

Minority/Female/Disabled/Veteran

Responsibilities/Duties

  • Provides administrative support for the SVP's
  • REF Team Leaders as required, including maintaining calendars, setting up appointments, maintaining reports, preparing agendas, and other task.
  • Acts as liaison between the Team Leaders and their direct reports for various requests, projects, etc

  • Maintains accurate, organized and updated files for the SVP/REF.

  • Prepares materials in advance of various committee meetings

  • Prepares check requisitions for processing invoices as required

  • Maintains records of business development weekly activities and sends marketing letters and brochures to prospects and coordinates dissemination of prospect information to Team Leaders and RMs on a weekly basis.

  • Updates and disseminates department pipeline to distribution list and all the SVP's direct reports weekly and saves all pipelines.

  • Answer phones, sort and distributes mail, handles correspondence

  • Provides receptionist phone coverage in emergency situations

  • Interfaces with branches, customers, loan and deposit accounting departments and other appropriate departments as required in reference to REF banking, credit and non credit products.

  • Interfaces with loan accounting regarding pre-closing and post-closing documentation preparation

  • Provides the Loan Accounting department with new loan information for processing

  • Assist in the proper maintenance of credit files for all borrowers and prospects

  • Assist in the proper maintenance of rejected loan files

  • Perform other duties as assigned by the Senior Vice President of REF.

  • Assists in the development of new business for Firstrust. Is alert to expressed customer/prospect needs to suggest appropriate services. Directs customers to appropriate person to establish business relationships.

  • Other duties as assigned

Essential Functions

While performing the essential functions of this position an employee is regularly required to operate office equipment including and not limited to computers, faxes and copiers. The incumbent will be expected to draft and/or edit reports, handle phone inquiries and retrieve files. An essential function also involves the communication of information and identifying and resolving departmental issues.

Knowledge

  • Skills & Abilities
  • High School Diploma or equivalent

  • Two (2) to three (3) years of administrative support experience in a high volume environment

  • Intermediate proficiency in the Microsoft Office (Word, Excel and Outlook)

  • Excellent written and oral communication skills

  • Prior work experience in a Commercial Bank environment preferred

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